Windward Private Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Windward Private Wealth Management’s Portfolio SCHE Stock Details SCHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.3M	Sell	39,330 -371	-0.9%	-$12.7K	0.45%	23
2025 Q4	$1.3M	Sell	39,701 -5,419	-12%	-$181K	0.45%	23
2025 Q3	$1.51M	Sell	45,120 -1,910	-4%	-$60.2K	0.52%	23
2025 Q2	$1.42M	Sell	47,030 -417	-0.9%	-$11.8K	0.51%	23
2025 Q1	$1.31M	Sell	47,447 -458	-1%	-$12.5K	0.51%	24
2024 Q4	$1.28M	Sell	47,905 -1,765	-4%	-$49.8K	0.5%	24
2024 Q3	$1.45M	Buy	49,670 +266	+0.5%	+$7.2K	0.56%	23
2024 Q2	$1.31M	Sell	49,404 -1,990	-4%	-$51.9K	0.53%	24
2024 Q1	$1.3M	Sell	51,394 -6,633	-11%	-$163K	0.53%	24
2023 Q4	$1.44M	Buy	58,027 +8,087	+16%	+$194K	0.6%	24
2023 Q3	$1.2M	Sell	49,940 -1,594	-3%	-$39.5K	0.54%	27
2023 Q2	$1.27M	Sell	51,534 -383	-0.7%	-$9.36K	0.56%	27
2023 Q1	$1.27M	Sell	51,917 -360	-0.7%	-$8.92K	0.54%	29
2022 Q4	$1.24M	Buy	52,277 +15,195	+41%	+$354K	0.55%	29
2022 Q3	$831K	Sell	37,082 -409	-1%	-$10.1K	0.4%	30
2022 Q2	$952K	Sell	37,491 -17,378	-32%	-$454K	0.44%	30
2022 Q1	$1.52M	Buy	54,869 +37,040	+208%	+$1.07M	0.63%	26
2021 Q4	$528K	Sell	17,829 -10,409	-37%	-$318K	0.2%	35
2021 Q3	$861K	Buy	28,238 +6,480	+30%	+$202K	0.35%	29
2021 Q2	$715K	Sell	21,758 -6,601	-23%	-$214K	0.29%	32
2021 Q1	$901K	Buy	28,359 +10,388	+58%	+$338K	0.4%	31
2020 Q4	$551K	Buy	+17,971	New	+$521K	0.26%	36

Other funds holding SCHE

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Windward Private Wealth Management's SCHE Position: Q1 2026 in Review

Windward Private Wealth Management reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.93% in Q1 2026, selling an estimated $12.7K and leaving 39,330 shares worth $1.3M. The position accounts for 0.45% of the portfolio, ranked #23.

Windward Private Wealth Management first reported a position in SCHE in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.52M in Q1 2022. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

Windward Private Wealth Management held 39,330 shares of Schwab Emerging Markets Equity ETF worth $1.3M as of Q1 2026.
Windward Private Wealth Management sold 371 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $12.7K.
Schwab Emerging Markets Equity ETF made up 0.45% of Windward Private Wealth Management's portfolio in Q1 2026, its #23 holding.
Windward Private Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2020 and has held it in 22 quarters since.
Windward Private Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $1.52M in Q1 2022.
864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Windward Private Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.